2015-11-02 22:40:49 +07:00
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How to manage lots of identical products?
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2015-11-04 17:22:01 +07:00
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Overview
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========
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Lots are useful for products you receive in great quantity and for which
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a lot number can help in reportings, quality controls, or any other
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info. Lots will help identify a number of pieces having for instance a
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production fault. It can be useful for a batch production of clothes or
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food.
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Odoo has the capacity to manage lots ensuring compliance with the
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traceability requirements imposed by the majority of industries.
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The double-entry management in Odoo enables you to run very advanced
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traceability.
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Setting up
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==========
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Application configuration
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-------------------------
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You need activate the tracking of lots in the settings. In the **Inventory**
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application, go to :menuselection:`Configuration --> Settings`,
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select **Track lots or serial numbers**
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.. image:: media/lots01.png
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:align: center
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In order to have an advanced management of the lots, you should also
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select **Manage several locations per warehouse**.
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.. image:: media/lots02.png
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:align: center
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Then click on **Apply**.
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Operation types configuration
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-----------------------------
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You also need to set up how you will manage lots for each operations.
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In the **Inventory** application, go to
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:menuselection:`Configuration --> Operation Types`.
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For each type (receipts, internal transfers, deliveries,...), you can
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set if you can create new lot numbers or only use existing lot numbers.
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.. image:: media/lots03.png
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:align: center
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Product Configuration
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---------------------
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Finally, you have to configure which products you want to track in lots.
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Go into :menuselection:`Inventory Control --> Products`, and open the product of your
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choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by
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Lots**, then click on **Save**.
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.. image:: media/lots04.png
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:align: center
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Manage lots
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===========
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Transfers
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---------
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In order to process a transfer of a product tracked by lot, you have to
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input the lot number(s).
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Click on the lot icon :
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.. image:: media/lots05.png
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:align: center
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A window will pop-up. Click on **Add an item** and fill in the lot
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number and the quantity.
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.. image:: media/lots06.png
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:align: center
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Depending on your operation type configuration, you will be able to fill
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in new lot numbers, or only use existing ones.
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.. note::
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In the scanner interface, you just have to scan the lot numbers.
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Inventory adjustment
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--------------------
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Inventory of a product tracked by lot can be done in 2 ways:
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- Classic inventory by products
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- Inventory of a lot
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When doing a classic inventory, there is a **Serial Number** column. If the
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product has already been assigned with a number, it is already
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pre-filled.
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Click on **Add an item** if the product has not been inventoried yet. You
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can easily create lots, just type in a new lot number in the column.
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.. image:: media/lots07.png
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:align: center
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You can also just do the inventory of a lot. In this case, you will have
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to fill in the **Lot number**. You can also create a new lot from here. Just
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type in the number, a window will pop out to link the number to a
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product.
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.. image:: media/lots08.png
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:align: center
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Lots traceability
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=================
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You can check the lot traceability from
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:menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots`
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.. image:: media/lots09.png
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:align: center
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You can have more details by clicking on the **Traceability** button :
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.. image:: media/lots10.png
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:align: center
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.. seealso::
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* :doc:`differences`
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* :doc:`serial_numbers`
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